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Wallace Advisory Group’s Workday WDAY Stock Holding History

Wallace Advisory Group’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,357
Closed -$566K – 174
2025
Q3 		$566K Sell
2,357
-719
-23% -$166K 0.45% 62
2025
Q2 		$718K Buy
3,076
+68
+2% +$16.6K 0.52% 51
2025
Q1 		$776K Buy
3,008
+2
+0.1% +$510 0.54% 52
2024
Q4 		$735K Buy
3,006
+1,133
+60% +$289K 0.51% 51
2024
Q3 		$419K Sell
1,873
-35
-2% -$8.27K 0.31% 88
2024
Q2 		$427K Buy
1,908
+58
+3% +$14K 0.31% 89
2024
Q1 		$511K Sell
1,850
-12
-0.6% -$3.42K 0.38% 70
2023
Q4 		$400K Sell
1,862
-82
-4% -$19.5K 0.31% 81
2023
Q3 		$439K Buy
+1,944
New +$451K 0.32% 84

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wallace Advisory Group's WDAY Position: Q4 2025 in Review

Wallace Advisory Group sold out of Workday (WDAY) in Q4 2025, closing a stake of 2,357 shares — an estimated $566K sold.

Wallace Advisory Group first reported a position in WDAY in Q3 2023 and held it in 9 quarters. The position peaked at $776K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Wallace Advisory Group reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,357 Workday shares in Q4 2025, an estimated $566K.
  • Wallace Advisory Group first reported a position in Workday in Q3 2023 and held it in 9 quarters.
  • Wallace Advisory Group's Workday position peaked at $776K in Q1 2025.
  • 1,094 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.